Wills Financial Group LLC

Position in DUK — Duke Energy CORP

CIK 2059579 RICHMOND, VA

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,269,597

+$5,241 QoQ

Shares Held

10,030

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,014

of 2,446 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Wills Financial Group LLC holds $13,495,819 across 4 Utilities - Regulated Electric names. DUK ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	73,643	$5,029,080
2	SO	Southern Co	44,018	$4,212,962
3	NEE	Nextera Energy Inc	34,000	$2,984,180
4	DUK	Duke Energy CORP This page	10,030	$1,269,597

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,597	10,030	+3.9%	Shares	Sole	2026-08-14
2026-03-31	$1,264,356	9,656	+13.0%	Shares	Sole	2026-05-14
2025-12-31	$1,001,325	8,543	+19.4%	Shares	Sole	2026-02-11
2025-09-30	$885,431	7,155	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$807,356	6,842	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$834,030	6,838	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.